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Brian Joseph Pyne

Goelzer Investment Management

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About Brian Joseph Pyne

Brian Pyne is a financial advisor with Goelzer Investment Management, a firm located in Indianapolis, Indiana. Brian has been in the financial services industry since 2002. Brian specializes in providing portfolio management for businesses and individuals. Brian also offers financial planning and selection of other advisors. Brian is a Certified Financial Planner and a Chartered Financial Analyst.

Firm Information

Brian Pyne is currently registered with Goelzer Investment Management. Goelzer Investment Management is a corporation based in INDIANAPOLIS, IN. Founded in 1997, the firm provides portfolio management, financial planning, and selection of other advisers to a variety of clients, including individuals, corporations, charitable organizations, and state and municipal governments.
Goelzer Investment Management

111 MONUMENT CIRCLE, SUITE 500

INDIANAPOLIS, IN 46204-2990

$3.16B

Assets Under Management

9

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio monitoring/consulting

Portfolio monitoring/consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Pyne’s Registration & Firm History

IN

03/26/2012 - Present

Goelzer Investment Management (INDIANAPOLIS IN)

IN

03/19/2012 - 06/23/2015

GOELZER INVESTMENT MANAGEMENT (INDIANAPOLIS IN)

IN

10/01/2008 - 02/22/2012

J.P. MORGAN SECURITIES LLC (INDIANAPOLIS IN)

IN

07/01/2006 - 10/01/2008

J.P. MORGAN SECURITIES INC. (INDIANAPOLIS IN)

IN

08/12/2002 - 07/01/2006

BANC ONE SECURITIES CORPORATION (INDIANAPOLIS IN)

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Licenses & Designations

BOTH

Issued 09/05/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/23/2015

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Joseph Pyne.
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